Brian has been a member of Bridgewater Partners since 2003 and focuses his efforts on helping clients assure the solidity of their personal insurance portfolio. His three areas of focus are risk management solutions, retirement income planning strategies and individual & small group health benefits.
His keen knowledge in property & casualty insurance allows him to put his clients in a favorable position to make sure they are properly educated and protected in the event of a catastrophic situation. Furthering the relationship, he is able to assist his clients navigate the financial challenges of retirement by evaluating guaranteed income strategies, social security options and the benefits of Medicare. Brian also assists his clients to meet their needs with the ongoing changes in the health care landscape by identifying what is the best position for them, their families and their employees.
Brian is a graduate of the University of San Diego and currently resides in San Francisco with his wife, Kristin and their two children.